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Financial ADVSR advisor directory · SEC adviser records

Comprehensive Wealth Management financial advisors in Lynnwood, WA

Every SEC-registered investment adviser representative at a Comprehensive Wealth Management office in Lynnwood, A to Z.

6 registered advisors work at Comprehensive Wealth Management in Lynnwood, out of 6 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Comprehensive Wealth Management advisors in Lynnwood, A to Z

Every Comprehensive Wealth Management advisor →

Comprehensive Wealth Management advisors in every city and state →Comprehensive Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lynnwood

All Lynnwood advisors →

Strategic Advisers LLC 23LPL Financial LLC 17Edelman Financial Engines 10Chaney Capital Management Inc. 6Charles Schwab & Co., Inc. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5

Questions

How many financial advisors does Comprehensive Wealth Management have in Lynnwood?

6 investment adviser representatives are registered at Comprehensive Wealth Management offices in Lynnwood, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Comprehensive Wealth Management one of the largest advisor employers in Lynnwood?

Comprehensive Wealth Management ranks number 5 in Lynnwood by registered advisors; Strategic Advisers LLC has the most, with 23.

How do I check a Comprehensive Wealth Management advisor in Lynnwood?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Comprehensive Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.